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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,628 | $78,015-21.0% | $178,505-65.5% | $80,959-23.9% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 8.72% | 18.10%-9.4pp | 27.16%-18.4pp | 35.67%-27.0pp |
| Employer contribution / active EE | $842 | $2,281-63.1% | $3,955-78.7% | $2,757-69.4% |
| Participant deferral / active EE | $1,820 | $4,406-58.7% | $6,280-71.0% | $4,300-57.7% |
| Admin fee / account holder | $9,352 | $7,160+30.6% | $10,428-10.3% | $6,925+35.0% |